See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,788 | $67,331+9.6% | $60,874+21.2% | $134,475-45.1% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -17.24% | 49.93%-67.2pp | 16.90%-34.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $5,561 | $3,096+79.6% | $2,701+105.8% | $4,740+17.3% |
| Participant deferral / active EE | $13,567 | $4,538+198.9% | $3,817+255.5% | $6,400+112.0% |
| Admin fee / account holder | $18,197 | $4,582+297.1% | $3,224+464.4% | $11,426+59.3% |